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TITLE
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Finding Individual Funders: the art of successful research
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CITY
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Washington , DC
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DATE
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Wednesday, May 20, 2009
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TIME
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8:00 AM - 9:15 AM
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PRICE
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$ 65.00
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Finding Individual Funders: the art of successful research
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 Are you looking to establish a major gifts component to your capital, annual, or planned giving campaign but wondering where to begin? Prospect research is an integral part of any well-rounded fund development plan and can make all the difference in boosting your average gift size, but it can be a daunting task for the uninitiated. Too often, there’s a lack of direction and more importantly, a lack of information. Learning how to describe your ideal donor, developing data mining skills, and devising a plan to cultivate donor relationships is the key to getting to “Yes.”
In this session, learn the basic prospect research building blocks:
- Project planning: what are you trying to find funding for?
- Profile your funders: what (and who) is a prospect?
- Prospect research tools: using web-based tools to identify eligible funders
- Building a pool of potential prospects
- Prospect tracking: planning and recording significant interactions with potential funders
Attendees will leave this session convinced of the importance of prospect research and equipped with the fundamental tools needed to develop a successful plan for getting started. | | Speakers for this session:
| | Robert J. Brennan | | Executive Director | | The Foundation for Physical Therapy | | Bob Brennan is the Executive Director of the Foundation for Physical Therapy. His responsibilities include managing the day-to-day operations of the Foundation and raising funds to support the Foundation’s mission.
Bob has over twenty-three years experience in financial development as a senior staff member and as a consultant. He began his career as a consultant serving clients such as Yale University, the American Red Cross and St. Louis University. He was the Foundation for Chiropractic Education and Research’s Director of Planned Giving and later moved to the Humane Society of the United States as the Director of Planned and Major Gifts. In 2000, he joined Aronson and Company to launch their philanthropic consulting practice and consulted with charitable organizations including: National Park Foundation, Wolf Trap and Landon School.
Bob is a graduate of Mt. St. Mary’s University in Emmitsburg, Maryland.
| | | Caroline Oblack | | Director, Client Service | | WealthEngine.com | | With more than eight years non-profit experience, Caroline’s areas of specialty include best practices in healthcare fundraising, data integration strategies, and prospect research. Prior to WealthEngine, Caroline was a prospect research consultant and also worked in development for the American Red Cross – National Headquarters in Washington, DC and Rady Children’s Hospital Foundation in San Diego, California. Caroline currently serves as President of APRA-VA and is also a member of APRA International, ASAE, and AHP International.
Caroline earned her Master of Education degree from Strayer University in Washington, DC and her Bachelor of Science degree in Educational Studies from University of Oregon in Eugene, Oregon. | |
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| DC Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The DC Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are also introducing a two-day pass so that attendees can attend all sessions at a reduced price.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
ONE-ON-ONE MENTORING SESSIONS
In 2009, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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The Summit will be taking place at Catholic University which is 3 miles north of downtown DC, and close to all forms of public transportation. The full address is:
Catholic University of America (CUA)
Edward J. Pryzbyla Center, Room 322
620 Michigan Ave NE
Washington, DC 20064
Public Transportation
CUA is located on the Metro Red Line at the Brookland/CUA stop. Exit left out of the turnstile and the CUA campus is at the top of the Metro escalator. You will cross John McCormack Rd. Continue up the sidewalk between Gowan and Pangborn Halls. Turn south at the Crough Center. The Pryzbyla Center is directly behind the Crough Center.
Directions by car
From the West, I-66:
I-66 from Virginia empties onto Constitution Avenue. Continue east on Constitution Avenue and turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the South, I-95:
When I-95 intersects the Capital Beltway in Springfield, Virginia, follow I-395 North. After crossing the Potomac River, take the "Route 1 North" exit. The road becomes 14th Street, NW. Turn right on Constitution Avenue. Turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the East, Route 50:
Take Route 50 West (becomes New York Avenue) and exit on South Dakota Avenue. After approximately 1.3 miles, turn left onto Monroe Street. Follow Monroe Street until it merges with Michigan Avenue. You will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the Northwest, I-70 to I-270:
From Frederick, Maryland, take Exit 53, I-270 South to Washington. I-270 divides. Take the 495 East, Silver Spring/College Park exit (two left lanes). You will eventually feed onto the beltway, I-495. Continue on I-495 and take Exit 22 B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. At Michigan Avenue, Monroe Street ends. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the North, I-95 to I-495:
Follow I-95/I-495 South to Exit 22B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. Monroe Street ends at Michigan Avenue, NE. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
Parking at Catholic University
Parking for the Pryzbyla Center is available in the nearby McMahon Parking lot. Passes for this parking lot can be purchased in the Pryzbyla Center at $7/day/vehicle. You will need to walk to the Pryzbyla Center to purchase your parking pass, then go back to place it in your vehicle, then return to the Pryzbyla Center. Please account for an additional 15 minutes or so to do this.
Hotel Accommodations
Most hotels near the Summit venue are within the $140-$319 per night range. The following hotels are within a two-block radius of the venue:
1. Fairfield Inn By Marriott BOOK NOW 1.7 miles from venue
2. Holiday Inn Express Washington
National Arboretum BOOK NOW 1.7 miles from venue
3. Renaissance Washington DC BOOK NOW 2.6 miles from venue
4. Holiday Inn Washington-Central/
White House BOOK NOW 2.6 miles from venue
5. Courtyard by Marriott Embassy Row BOOK NOW 2.8 miles from venue |
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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